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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $46,735 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,022 |
SENSIBA SAN FILIPPO LLP1 year Service code 10 · EIN 94-2370906 | Accounting | $6,386 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,190 | $80,177-44.9% | $123,894-64.3% | $57,658-23.4% |
| Participation rate | 83.1% | 74.4%+8.7pp | 81.4%+1.7pp | 70.2%+12.9pp |
| Annual return | 23.94% | 17.90%+6.0pp | 47.52%-23.6pp | 5.13%+18.8pp |
| Employer contribution / active EE | $1,813 | $2,913-37.8% | $4,617-60.7% | $1,974-8.2% |
| Participant deferral / active EE | $8,953 | $5,130+74.5% | $5,984+49.6% | $3,061+192.5% |
| Admin fee / account holder | $106 | $106+0.1% | $8,357-98.7% | $95+12.6% |